Use Cases

Workflows for Confluence is the all-in-one document management solution that enables you to bring your business processes to Confluence Cloud. After all, most organizations have their own unique policies and procedures relating to the creation, approval, and sharing of documents, and it's important this process is carried out in the right way for your business.

In this section we’ll dive into the most common use cases for Workflows for Confluence, but if you don’t see what you are looking for or have questions for us, don’t hesitate to get in contact with our team - we’ll be happy to help!

Document lifecycle management in Confluence

You can take any of your Confluence pages from the initial draft stage to a final, published document that is ready for use internally or externally.

In this use case, we’ll explore how Workflows for Confluence gives you complete control of the entire document management lifecycle.

Content review and approval processes

Get documents reviewed and approved by the right individuals and teams within your organization. With Workflows, you can design highly customized, multi-stage approval processes to ensure the right people have seen the document at the right time. There is also an extensive audit log so you can retain the approval history for any Confluence page.

Automated document expirations to keep content up to date

Keep your content up-to-date and accurate in Confluence with automated expiration periods.

In this use case, we’ll show you how Workflows for Confluence automates the document expiration process and will notify you when a document requires review and re-approval.

Quality Management System (QMS) workflows in Confluence

For customers operating in regulated industries or environments, it is important to go beyond a standard document management system and ensure approvals are verified (via eSignatures) and documents contain the correct metadata that makes them fit for purpose and audit-ready.

In this use case, we’ll explore some of the advanced functionality in Workflows for Confluence and how you can build your own bespoke QMS document workflows.

Need support? We’re here to help 🧡

If you have any questions or would like to speak with us about Workflows, please don’t hesitate to reach out to our Customer Support team.